Creative Planning’s Columbia Banking Systems COLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
69,428
+2,170
| +3% | +$50.7K | ﹤0.01% | 1477 |
|
|
2025
Q1 | $1.68M | Buy |
67,258
+9,855
| +17% | +$246K | ﹤0.01% | 1311 |
|
|
2024
Q4 | $1.55M | Buy |
57,403
+6,974
| +14% | +$188K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $1.32M | Buy |
50,429
+8,366
| +20% | +$218K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $837K | Buy |
42,063
+11,836
| +39% | +$235K | ﹤0.01% | 1546 |
|
|
2024
Q1 | $585K | Buy |
30,227
+13,615
| +82% | +$263K | ﹤0.01% | 1730 |
|
|
2023
Q4 | $443K | Buy |
16,612
+4,971
| +43% | +$133K | ﹤0.01% | 1785 |
|
|
2023
Q3 | $236K | Sell |
11,641
-9,113
| -44% | -$185K | ﹤0.01% | 2109 |
|
|
2023
Q2 | $421K | Buy |
20,754
+277
| +1% | +$5.62K | ﹤0.01% | 1664 |
|
|
2023
Q1 | $439K | Buy |
+20,477
| New | +$439K | ﹤0.01% | 1548 |
|
|
2017
Q3 | – | Sell |
-121
| Closed | -$5K | – | 2184 |
|
|
2017
Q2 | $5K | Hold |
121
| – | – | ﹤0.01% | 3913 |
|
|
2017
Q1 | $5K | Hold |
121
| – | – | ﹤0.01% | 3886 |
|
|
2016
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 3858 |
|
|
2016
Q3 | $4K | Hold |
121
| – | – | ﹤0.01% | 3859 |
|
|
2016
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 3776 |
|
|
2016
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 3623 |
|
|
2015
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 3698 |
|
|
2015
Q3 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 3646 |
|
|
2015
Q2 | – | Sell |
-121
| Closed | -$4K | – | 1398 |
|
|
2015
Q1 | $4K | Hold |
121
| – | – | ﹤0.01% | 3546 |
|
|
2014
Q4 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 3604 |
|